Why the reform of electricity reform is more "abandoned"

The "electricity shortage" is fiercer than the tiger.

When this year did not reach the peak of summer, Zhejiang, Jiangsu, Jiangxi, Hunan and other places had serious power shortages. The China Electric Power Enterprise Federation released the latest report that this year will be the worst year since 2004, showing new features such as the emergence of earlier gaps, the expansion of the scope, and the strengthening of strength. The conservative estimate of the national power supply gap is 30 million. Kilowatts or so.

From the appearance of the first "electricity shortage" in 2004 to the outbreak of "electricity shortage" in the off-season this year, although the causes of each "electricity shortage" in these eight years are different, there is a dominant factor that exists from beginning to end. This is the "controversy over electricity coal." At the beginning of power reform,

In order to coordinate the coal and electricity industries, the National Development and Reform Commission launched a coal-fired linkage policy. At the end of each year, the coal enterprise and the power company are connected, the two sides sign an agreement for supply and demand of coal, and provide for a coal price linkage cycle of not less than six months, if the average coal price in the cycle changes from the previous cycle to or Above 5%, the price will be adjusted accordingly. Unfortunately, since 2005, this coal-electricity linkage mechanism has not been well implemented.

The coordination of coal-fired coal relations is the main direction of attack. This is indeed the main aspect of resolving the contradiction of electric coal. Because this is in line with the basic structure of China's electricity. At present, among the total electricity generation, thermal power accounts for more than 80%, and the proportion of hydropower, nuclear power, and wind power is small, and it needs a development process in the short term. Focusing on thermal power and securing fuel naturally becomes the key to the normal operation of China's electric power. However, how can a car be run on two roads? Since the release of coal prices in 1993, the coal market has been under the dual-price system of “planned coal” and “market coal”. It is also from this year that the relationship between the two industries of coal and electricity has changed from "coal belonging to electricity" to "cooperating between coal and electricity."

Looking at the eight-year power reform, as the government's competent department has always been dealing with headaches and headaches, but also because of pressure on ** and fears of inflation risk, there is no big move, and the power coal dispute still follows the old routine. To deal with it, the first is to restrict the price of key coal, and then to interview major coal companies, trying to stabilize the price of coal to ease the impact of rising coal prices on power companies. The issuance of the “Emergency Circular on Conscientiously Protecting the Supply of Coal to Stabilize the Price of Electric Coal” has become the conventional method used to dispose of the “electricity shortage” in recent years. This alone is an expedient measure to control the coal shortage problem.

To straighten out the coal-fired relationship and completely solve the "electricity shortage", we have been considering the courage and wisdom of the government authorities. In fact, behind the power coal dispute, the interests of the coal companies and the power companies are reflected on the surface, and the interests of the local government and the central government are reflected at a deep level. The reasoning behind this is clear: At present, most coal companies are located in places, and more than 80% of coal resources have been locally owned. On the contrary, most of the power generation companies are under the leadership of the five major power generation groups under the SASAC. It is inevitable and irrelevant not to go under one threshold, but to act in different ways.

The appearance of the "electricity shortage" in the off-season once again gave alarm to the competent government departments. If we can't stand on top of the design level, we will structure the future direction of China's power reform, make a great determination, and make great efforts to promote coal-electricity integration. The market process, China's power reform will not be able to bid farewell to the more "abandoned" bailout.